Viewing the List of Payments

The List of Payments contains all created Payments. To view the List of Payments:

1. Sign in to the Operator Control Panel.
2. On the Navigation Bar click Operations > Finance > Payments. Also, you can view a list of payments on the Payments tab of the account page: Operations >  Operations > Accounts menu.
   
   
   
   The Workspace displays the following blocks:
   
   • Top bar (for more information see Working with the List of Objects).
   • List of Payments with the following columns:
     • ID — a unique identification number of the Payment.
     • Payment Number — a number of the Payment.
     • Account — a name of the Account, which makes Payment.
     • Status — one of the following statuses of the Payment:
       • Waiting for payment — Payment has been added, but not approved.
       • Completed — Payment has been successfully processed (added and approved).
       • Receipt creating — a receipt for Payment is prepared manually by the Manager.
       • Receipt sent — a receipt was sent to the Customer.
       • Cancelled —  Payment has been cancelled, or a Customer has paid the Payment with the Balance.
     • Payment Method — a method of Payment.
     • Discount — an amount of the discount.
     • Total — a total amount of the Payment.
     • Balance — an Account balance.
     • Manager — an employee who is responsible for managing the Payment.
     • Created At — a date and time of the Payment creation.
     • Closed At - a date and time when the Payment gets the Completed or Cancelled status.